Castanea Partners Inc.
- Regulatory AUM
- $239M
- Discretionary
- $239M
- Clients
- 5
- Avg AUM / client
- $47.8M
- Accounts
- 5
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $239M | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $423M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Castanea Partners Fund Iv L.P. | Private Equity Fund | Delaware | $263M | 22 |
| Castanea Partners Iv Coinvestment Fund Lp | Private Equity Fund | Delaware | $90.0M | 14 |
| Castanea Partners Fund Iii L.P. | Private Equity Fund | Delaware | $37.0M | 22 |
| Castanea Family Holdings Iv Llc | Private Equity Fund | Delaware | $19.0M | 9 |
| Castanea Family Investments Llc | Private Equity Fund | Delaware | $7.0M | 2 |
| Castanea Family Holdings Llc | Private Equity Fund | Delaware | $7.0M | 10 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Knez, Brian, Jonathan | Managing Partner | Jul 2001 (25y) | 50% – 75% | |
| Smith, Robert, Alan | Managing Partner | Jul 2001 (25y) | 50% – 75% | |
| Gibbons, Paul, Francis | Chief Operating Officer | Jan 2002 (25y) | Less than 5% | |
| Love, Colleen, Patricia | Chief Compliance Officer And Chief Financial Officer | Jan 2012 (15y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $423M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Castanea Partners Fund Iv L.P. | Private Equity Fund | $263M | $0 | 22 |
| Castanea Partners Iv Coinvestment Fund Lp | Private Equity Fund | $90.0M | $0 | 14 |
| Castanea Partners Fund Iii L.P. | Private Equity Fund | $37.0M | $0 | 22 |
| Castanea Family Holdings Iv Llc | Private Equity Fund | $19.0M | $0 | 9 |
| Castanea Family Investments Llc | Private Equity Fund | $7.0M | $0 | 2 |
| Castanea Family Holdings Llc | Private Equity Fund | $7.0M | $0 | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.94 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • CARRIED INTEREST
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗